See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $385,812 | $109,817+251.3% | $98,442+291.9% | $167,490+130.3% |
| Participation rate | 94.4% | 75.8%+18.6pp | 73.3%+21.1pp | 82.1%+12.3pp |
| Annual return | 4.73% | 1956.69%-1952.0pp | 1492.73%-1488.0pp | 478.56%-473.8pp |
| Employer contribution / active EE | $18,184 | $3,224+464.0% | $2,960+514.4% | $4,837+275.9% |
| Participant deferral / active EE | $2,773 | $4,673-40.7% | $4,276-35.2% | $6,341-56.3% |
| Admin fee / account holder | $692 | $6,753-89.8% | $5,949-88.4% | $12,309-94.4% |